Summary
Overview
Work History
Education
Skills
Timeline
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Theresa Brown

Columbus,OH

Summary

Accomplished Client Support Specialist and Accountant with a proven track record at OneDigital and S&G Manufacturing Group. Excelled in enhancing customer loyalty and streamlining financial processes, demonstrating exceptional interpersonal communication and analytical skills. Achieved consistent customer satisfaction and financial accuracy, leveraging empathy and expertise in support inquiry assistance and general ledger management.

Overview

22
22
years of professional experience

Work History

Client Support Specialist

OneDigital
11.2017 - 05.2024
  • Enrolled small businesses in Group Health Insurance
  • Collaborated closely with cross-functional teams to ensure comprehensive resolutions for clients'' concerns.
  • Achieved high levels of customer satisfaction, consistently meeting or exceeding performance metrics.
  • Actively participated in weekly team meetings, contributing valuable insights from direct client feedback.
  • Delivered outstanding service to clients to not only maintain but to extend relationship for future business opportunities.
  • Increased customer loyalty through personalized follow-up communications after successful issue resolution.

Staff Accountant

S&G Ma;nufacturing Group
02.2007 - 08.2017
  • Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.
  • Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
  • Prepared and processed journal entries to record in general ledger and maintain consistent documentation.
  • Improved cash flow management, closely monitoring and analyzing cash disbursements and receipts.
  • Simplified invoicing process, reducing errors and improving turnaround time for accounts receivable.

Accountant

DL Auld
03.2002 - 02.2007
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Reconciled accounts and reviewed expense data, net worth, and assets.
  • Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
  • Gathered financial information, prepared documents, and closed books.
  • Transitioned manual purchasing system to automated system
  • Supported in Project Management

Education

Associate of Science - Accounting

Columbus State Community College
Columbus Ohio
07.1995

Skills

  • Interpersonal and written communication
  • Client Relationship Building
  • Empathy and patience
  • Support inquiry assistance
  • Emotional intelligence

Timeline

Client Support Specialist

OneDigital
11.2017 - 05.2024

Staff Accountant

S&G Ma;nufacturing Group
02.2007 - 08.2017

Accountant

DL Auld
03.2002 - 02.2007

Associate of Science - Accounting

Columbus State Community College

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